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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.43B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.99B
3
Truist Financial
3
Truist Financial
North Carolina
$1.3B
4
LPL Financial
4
LPL Financial
California
$469M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$47.3M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$148M
3
EWA
3
EP Wealth Advisors
California
$85.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$19M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.17B
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
51
Crestwood Advisors Group
Massachusetts
$27.4M 1,173,304 +1,173,304 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$26.7M 1,140,396 -100,437 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$26.6M 1,135,989 +824,594 +265%
HCA
54
Heck Capital Advisors
Wisconsin
$26.4M 1,130,371 +630,062 +126%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$26.1M 1,118,282 -299,810 -21%
WPC
56
Wedmont Private Capital
Pennsylvania
$26M 1,108,114 +129,016 +13%
SFA
57
Sequoia Financial Advisors
Ohio
$25.8M 1,101,507 +83,040 +8%
JBA
58
Johnson Bixby & Associates
Washington
$25.3M 1,080,537 +55,545 +5%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$24.6M 1,052,704 +164,819 +19%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$23.6M 1,010,729 -116,814 -10%
CA
61
Cetera Advisors
Colorado
$22.8M 974,937 +108,846 +13%
AWS
62
Atria Wealth Solutions
New York
$22.6M 966,732 +232,165 +32%
SAF
63
Smith Anglin Financial
Texas
$21.6M 925,500 +925,500 New
CA
64
Cambridge Associates
Massachusetts
$21.1M 900,637 +900,637 New
NA
65
NewEdge Advisors
Louisiana
$19.3M 825,864 -44,493 -5%
Financial Engines Advisors
66
Financial Engines Advisors
California
$19M 811,209 -4,151,288 -84%
TC
67
Trilogy Capital
California
$18.5M 791,121 -4,673 -0.6%
HGWM
68
Horst & Graben Wealth Management
Oregon
$18.4M 788,412 -153,747 -16%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$18.2M 776,567 +473,746 +156%
AA
70
Acorns Advisers
California
$18.1M 774,915 +77,431 +11%
IMA
71
Investment Management Associates
Colorado
$17.9M 763,991 +53,630 +8%
AFS
72
Access Financial Services
Minnesota
$17.4M 746,293 +34,981 +5%
SW
73
SteelPeak Wealth
California
$17M 725,758 +87,575 +14%
WANY
74
Wealthspire Advisors (New York)
New York
$16.8M 717,166 +46,644 +7%
OC
75
Oakworth Capital
Alabama
$16.2M 691,125 +6,308 +0.9%
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